There’s often confusion about what a financial planner does. Usually, because it’s not just one thing, it’s an amalgam of several steps. Some are larger and better known than others, but every step holds importance.

 

At Jigsaw Financial Planning we want you to understand those steps and why they happen.

 

This is our process:

We assess your current position
Assets & Liabilities
Income and Expenses
Your investment Attitudes

We help establish your goals
Short Term
Medium Term
Life time

We analyse your future prospects
Project Your Financial Progress
Identify any Shortfalls
Establish Shortfall Reasons

We enhance your progress
Improved Strategy
Investment Asset Allocation
Structure Improvements (tax, ownership etc)
Insuring risk

We Review
Reassessment of Goals
Portfolio Reviews
Identification of concerns or improvements

I am grateful for his care and professionalism. Knowing that my superannuation and investment portfolio is continually under
his watchful eye has removed the stress and allowed me get on with work and life, which is worth a great deal to me.

Debbie. S Dee Why

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It’s never too early to invest in your future

Call us at 02 9532 0478